How do I modify a lead?
- support (Unlicensed)
- Valérie D'Auteuil (Unlicensed)
Modifying a lead
Additional lead fields can be populated by double-clicking on the new lead and filling out the needed fields in the lead detail form.
Information section
Lead score: Number given to a lead that represents the chance to make a conversion
Sales rep: Sales representative attached to this lead
Status: Active or Inactive
Is Customer: If the lead is a customer
Lead/Customer attributes section
Gender: Male or Female
Job Title: Title of the lead
Mailing address: Address where the information is sent
City
State/Province: Provinces/states abbreviation
Country
Postal Code
Phone: Phone number used to reach the lead
Mobile Phone: Cell phone number used to reach the lead
Fax: Fax number used to send information to the lead
Email: Lead’s email used to reach them
Department: Lead’s department in the company
Date of Birth
Language
Other phone: Other phone, like mobile phone, where the lead can be reached
Customer Id: Number attributed by PUBLITRAC to your lead
Do Not Call
Unsubscribe
Unsubscribe Reason
Email Invalid
Suspended
Suspended Reason
Blacklisted
Manager
Banner name
PO Box
Callback: Set the date to call your lead back
Company section
Company: Company name
Number of employees: Number of employees in the company
Website: Website of the company
Revenue: Revenue of the company
Activity Sector: Sector of activity of the company
Sub Activity Sector
Notes section
1. Double-click on the desired lead.
2. Add all relevant information.
3. Use the Search Linkedin® button to look for information about your lead on LinkedIn®.
4. Use the Search Jigsaw® button to look for information about your lead on Jigsaw®.
5.Click Save button.
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